I scheduled my appointment and I requested for them to call me if they have any cancellations . My…read moremain tax professional. Terry , she had a cancellation and fit me in early. Completely outstanding service. And a real value for the tasks I needed it done. It was worth my money. Because it was done the right way. The first time. Quality work at this business. I go here all the time. They're totally professional. I love this business.

UPDATE: Instead of teaching the receptionist to forward client questions to a knowledgeable…read morerepresentative, the owner responds by saying my review is not a fair review. Pricing is not the only questions asked if we are assessing for your companies capabilities which judging by your responses to these poor reviews, is not much. Gave them a call to assess if this would be a good choice to file my taxes this year as i am new to the area/state. Upon calling, she answered a few of my questions but continuously referenced me to the website in which i did have open. I proceeded to mention that chatting is easier for me to understand and will look at the website after. As i paused a bit, she commented that if i didnt have any other questions, there are a lot of phone calls coming in. Well, if the initial encounter isn't good, i cant imagine the rest.

I found this company on Yelp while investigating for a new accountant. I am stoked I decided to go…read morewith them. They make it a super easy process and got my business taxes and my personal ones done very quickly. I definitely recommend them!

I used another well known company last year because I had just moved to the area. I had a tax…read morequestion mid year and took some time to read about local tax preparers. I came across this one and Steve met with me and answered my questions. He reviewed my prior years returns and offered a few suggestions. This year, he will be doing my taxes. He and his wife are very friendly. More importantly, I have confidence they are among the best in the area.

We highly recommend BlackBull!! Trustworthy! Blackbull has…read morebeen doing our taxes for 5 years. No worries when April tax season rolls around. BlackBull does all the heavy lifting for us. They help us get organized every start of the year to get all the required tax documents. And that's it - BlackBull takes over! Communication with BlackBull is easy thru their online message chats - if any questions. As a couple - we dreaded spring due to the April tax season and filing. Now it's worry-free and no-hassle -- thanks to BlackBull Accounting!! Shout out to Rosa who helps us get organized and reassures us all is well!

So they did my taxes and did them accurately. I'm not so sure that they saved me any money, but…read morethey didn't cost me any extra either. The problem came when the IRS did not post my final payment. I received a bill from the IRS saying that I owed them over $2000. I sent the letter and the proof of payment to them and asked them what happened? They told me that I had to call the IRS to find out why they didn't post my payment. I even reverified that they were not going to make that call for me. My taxes are complicated, and I have had a CPA prepare my taxes and electronically file them every year for the past 30 years. Things like this don't happen often, but when they do THE CPA IS THE ONE WHO CALLS THE IRS ON MY BEHALF!! If there were an error on the preparation of the document, then I would have been at a loss to explain it. I ended up waiting on the phone for 4 hours and was able to get it straightened out myself. However, I am now looking for another accounting firm because this is not the level of service I require. At the same time, as I said, they prepared my taxes accurately, so I don't think it's fair to give them just one star. I'm not sure I would recommend them though, just based upon the fact that they aren't going to help you if anything goes wrong.

Wholehearted Bookkeeping has been a delight to work with and they rescued us when we had a handful…read moreof bookkeeping challenges at Sustainable Economies Law Center! Emma, Iliana, and Garrick helped us catch up on an 8-month bookkeeping backlog, solved a bunch of puzzles in our books, and helped us prepare for an audit all on a very short timeline! They are kind and lovely humans, which makes it fun to be in meetings with them and solving problems together. Their whole team brings a range of skills and experience working with specific platforms (Gusto, Bill.com, etc) and in specialized areas, like nonprofit accounting and audits. They set up a great work-flow system with us to ensure tasks don't fall through the cracks, and have been helping streamline our systems. We also have an unusual organizational structure and a lot of staff involved in our financial work, and they have been very adaptable in working with our structures. Here are some additional testimonials from members of our financial team: Sue: I have enjoyed working with Emma and Garrick so much and I have learned so much from them. They are patient with our decentralized work group and so supportive of our whole team. I am so relieved by their "we can do that" attitude. They've taken the time to understand our systems and help us improve them without forcing us to change things in ways that don't fit for us. Erika: +1 everything said already! In addition, I've found them very flexible and quick to respond to questions and requests.

I was referred to Wholehearted Bookkeeping by a dear friend and in the first 6 months of working…read morewith them, I feel so well taken care of. My books were a bit of a mess as I have multiple accounts and small business activities. Iliana has been so understanding and patient with me and has set me up for an easier life with cleaned up books!

I have known Megan for about a year now and she has been rock solid from the beginning. She is very…read moresavvy with her technology, has a great attitude with pulling/submitting reports and is genuinely a fun person to work with. I'd highly recommend her bookkeeping services.

Called Handy Bookeeping and got a quote to do our bookeeping. Meagan was very reasonable and…read morepersonable. They are great people and I would highly recommend working with them.

My tax person is on hiatus and was referred to Manny. I scheduled an appointment for a Saturday…read moremorning and I was promptly seen a few minutes beforehand. The office building is old, but the business has been in practice for over 20+ years. Manny did an amazing job getting all my deductions, property, mortgage, bank stuff, investments, etc, together and complete every necessary steps to get my taxes done. Manny also provided helpful hints and really good advice with regards to combining properties, finances, and such. It's good to have trustworthy information nowadays! Taxes electronically filed so hopefully I'll get my refunds soon!

ThisThis is the best tax office that I have been a quite it with I am very satisfied with the…read moreoutcome every year of the tax services that they offer I'd recommend this office to everyone who needs special attention to their taxes and getting the

If I could give more stars, I would. While I do not run a…read morebusiness, with that exception, I echo everything said by above five star reviewers. I am a retired school teacher using his services for personal income tax. Over my now decades long adult life I have had many people prepare taxes; Ryan rises unreachable far above all of them. In addition to his professional expertise, his personal care for clients' welfare is heart warming. I feel fortunate to have him.

Ryan has done my taxes for years. He has been amazing to work with! Very helpful and responsive.read more

Kate did a great job getting my books in order for the new year. She was responsive and got right…read moreto work once she got my information. Thanks Kate!

Kate came to my office to today to help with me with quickbooks and square accounting. S…read morehe was fabulous!!!! She quickly addressed my problem. She also showed my a short cut to invoicing and posting receipts! She was very experienced and professional. I would highly recommend her again!!!

Quick and great service. Had an appointment got me in and out in 20 minutes and I got some money…read moreback

David Simpson, fellow CPA's and office staff are awesome. Been using them for over 20 years and…read morewould not let anyone else handle my taxes and recently my investments. Their knowledge and customer service skills are top notch. I highly recommend Pacific Tax & Financial Group.

Only reason I am giving this company a 1 Star review is because they don't allow you to give zero…read morestars. I typically file my taxes on TurboTax. When I went to file my taxes this year, I noticed there was a mistake made on the 2024 tax filing so in order to fix that I attempted to hire this company as my CPA. We set a phone call appointment at 9 AM. No one from this company called me until 10 AM which was at a time where I was not available anymore. In the voicemail, the CPA Mike even stated that there may have been a miscommunication and he's sorry that he didn't call earlier in the day. This is no problem for me as I called back when I was available to reset a phone call appointment. I mentioned to them when they call me to please call twice as sometimes it's easy to miss the first call. When we set the next appointment, Mike never called. Instead he said he thought I was going to swing by the office for an appointment on a Saturday. Odd since he never reached out on Saturday to see if I was coming, but for some reason, he expected me to come. I called back on Monday and said hey I'd like to sign the paperwork to on board. I spoke with Mike. He said that that's great and to call Faith their office manager. Where she was then happy to email me over the client agreement where I can print sign and scan back to them via email. The agreement was signed the same night. The next morning I receive a call from Faith where she leads off by saying we received your signed agreement and I spoke to the CPA and he stated that I No showed two appointments. Bear in mind, even if I was supposed to call in directly to Mike. There is no direct line to call into anybody at the office as they have a typical extension tree you have to deal with. So if you're ever calling them and they ever set an appointment with them, just so you know in order to get a hold of them you have to go through their extension tree. Makes sense as a client that you would have to do that for a phone appointment and they wouldn't call you.. icing on the cake was this was about a 2 to 3 week back-and-forth process and they decided as a favor to me on April 15 today tax day they would not be accepting me as a new client, but they would be happy to charge me $100 to file an extension. Just in case any other firm does this for you, I hope everyone knows you're able to file an extension for free online. I would say a normal company would have told me when I missed an appointment that they would not accept me as a client and it would've been nice to know that two weeks ago. Good luck to whoever attempts to work with this company. Patrick Rucker won't be your CPA. Just a guy named Mike with an assistant named Faith, who is not interested in arguing the facts. Let's see if they have a cookie cutter response to this review as I'm sure they will.

Great accountant, saved us lots of money and a great job filing amended returns !! Highly…read morerecommended!